Blue Trust Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Blue Trust Inc’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Sell	328 -10	-3%	-$4.12K	﹤0.01%	911
2026 Q1	$125K	Sell	338 -49	-13%	-$19K	﹤0.01%	931
2025 Q4	$150K	Buy	387 +62	+19%	+$23.8K	﹤0.01%	885
2025 Q3	$123K	Buy	325 +168	+107%	+$61.3K	﹤0.01%	983
2025 Q2	$55.2K	Buy	157 +10	+7%	+$3.25K	﹤0.01%	1427
2025 Q1	$46.7K	Buy	147 +26	+21%	+$8.72K	﹤0.01%	1404
2024 Q4	$40.4K	Hold	121	–	–	﹤0.01%	1420
2024 Q3	$37.3K	Buy	121 +96	+384%	+$30.2K	﹤0.01%	1688
2024 Q2	$7.5K	Hold	25	–	–	﹤0.01%	2038
2024 Q1	$7.5K	Buy	+25	New	+$7.13K	﹤0.01%	1523
2023 Q3	–	Sell	-98	Closed	-$23K	–	2164
2023 Q2	$23K	Buy	+98	New	+$23.6K	﹤0.01%	998

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Trust Inc's IWV Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares Russell 3000 ETF (IWV) stake by 3% in Q2 2026, selling an estimated $4.12K and leaving 328 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Blue Trust Inc first reported a position in IWV in Q2 2023 and has held it in 11 quarters since. The position peaked at $150K in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Blue Trust Inc held 328 shares of iShares Russell 3000 ETF worth $140K as of Q2 2026.
Blue Trust Inc sold 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.12K.
iShares Russell 3000 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #911 holding.
Blue Trust Inc first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 11 quarters since.
Blue Trust Inc's iShares Russell 3000 ETF position peaked at $150K in Q4 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.